Flat-Fee Package · SPV

The Syndication Package

Syndicate your deal — one flat, all-inclusive fee.

All-inclusive flat fee$7,500

Built for real estate syndicators raising for a single deal: a complete single-purpose vehicle, the investor documents, and the securities compliance to raise lawfully — fast, because deal timelines don't wait — for one flat fee.

What “all-inclusive” means

One fee covers everything required to form your fund and get it ready to raise: the entities, the governance, the investor documents, and the compliance filings. You know the number before we begin — no hourly billing, no surprise invoices — so you can focus on your strategy and your investors.

What's included

SPV formation

A single-purpose LLC (or LP) for the deal, formed with an EIN — Delaware as the baseline, with optionality for other states — plus the right holding structure for the property.

Governance documents

Operating agreement with your promote, fees, and distribution waterfall for the deal.

Investor-facing documents

A deal-specific PPM or disclosure document, subscription and investor-certification documents, privacy policy, and funding instructions.

Securities compliance

Reg D framework, Form D filing, and blue-sky notice filings for the raise into the SPV.

Marketing-materials review

Review of your investor deck and marketing materials for securities-compliance — included.

Good to know: For foreign investors, FIRPTA and blocker structuring may add scope — we'll flag it up front. Third-party costs (state filing fees, title, closing costs) are not included in the flat fee.

What happens after you get started

However you begin — booking a consult first, or engaging us right away — the path is the same: it starts with a real conversation about your fund.

A kick-off call about your fund

Once you're engaged, we schedule a dedicated kick-off call to talk through your fund in detail — your strategy, your investors, your terms, and any cross-border or structuring nuances. This is your time to go deep; we want to understand the fund before we build it.

Your own secure client portal

You get a private, branded portal just for you — your single home for documents, status, and filings. You'll always know exactly where things stand, and you'll share information securely in one place rather than scattered across email.

We build, draft, and file

We form the entities and obtain EINs, draft your documents (you review drafts in your portal as they progress), then finalize and make the filings — Form D and the applicable compliance filings — so you're ready to raise.

Direct access throughout

You work directly with the attorney doing the work — not handed off to staff. Questions along the way are part of the package, not an extra.

Booking a consult first? You're not committing to anything.

The consult is a free, no-obligation conversation to confirm the package fits your fund and answer your questions. If it's a fit and you decide to move forward, you sign the engagement and we go straight into the kick-off call above. Either way, you'll have talked through your fund with us before any work begins.

Two ways to get started

Book a free consult

Prefer to talk it through first? Book a complimentary call. We'll confirm the package fits your fund and answer your questions — no obligation.

Book a free consult

Engage & pay now

Ready to move? Engage us and pay securely online, and we'll send your welcome and kick-off scheduling right away.

Engage & pay now

Flat fee covers the legal services described above. Third-party costs (e.g., state filing fees, and where applicable offshore counsel, fund administration, audit, and tax preparation) are separate. This page is attorney advertising and general information only — not legal, tax, or investment advice — and does not create an attorney–client relationship, which arises only upon a signed engagement and conflicts clearance. Final scope and fee are confirmed in your engagement agreement.